UCLA FOUNDATION

EIN: 952250801 501(c)(3) Education

Los Angeles, CA

Total Revenue
$902,834,305
Total Expenses
$465,030,054
Total Assets
$5,546,186,990
Net Assets
$5,076,388,364
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1945
Legal Domicile
CA
Principal Officer
RHEA TURTELTAUB
Phone
3107943193
Tax Period
2022-07-01 to 2023-06-30

UCLA FOUNDATION, founded in 1945, is a major nonprofit in the Education sector that reported $902.8M in total revenue in fiscal year 2022. The organization ran a surplus of $437.8M, a strong 48% operating margin.

Mission

THE UCLA FOUNDATION IS THE GIVING, RECEIVING, AND INVESTING ARM OF THE UCLA CAMPUS. THE FOUNDATION ENABLES PRIVATE DONORS TO HELP BUILD, SUSTAIN AND ADVANCE ONE OF THE WORLD'S FINEST ACADEMIC AND RESEARCH INSTITUTIONS. PRIVATE PHILANTHROPY PROVIDES THE MARGIN OF EXCELLENCE THAT MAKES UCLA STAND OUT AND STAND ABOVE THE REST.

Program Service Accomplishments

Program 1
Expenses: $377,085,188 Revenue: $0

THE UCLA FOUNDATION PROVIDES GRANTS IN SUPPORT OF THE PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, LOS ANGELES CAMPUS INCLUDING SUPPORT FOR SCHOLARSHIPS, FELLOWSHIPS, RESEARCH, CHANCELLOR'S PRIORITIES...

Read more

THE UCLA FOUNDATION PROVIDES GRANTS IN SUPPORT OF THE PROGRAMS OF THE UNIVERSITY OF CALIFORNIA, LOS ANGELES CAMPUS INCLUDING SUPPORT FOR SCHOLARSHIPS, FELLOWSHIPS, RESEARCH, CHANCELLOR'S PRIORITIES, DEVELOPMENT, SPECIAL PROJECTS AND OTHER SUPPORT OF UCLA.

Program 2
Expenses: $41,187,029 Revenue: $0

THE UCLA FOUNDATION RAISES, RECORDS, AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS AND OTHER ORGANIZATIONS FOR THE BENEFIT OF UCLA IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION...

Read more

THE UCLA FOUNDATION RAISES, RECORDS, AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATIONS AND OTHER ORGANIZATIONS FOR THE BENEFIT OF UCLA IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF GIFTS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UCLA TO REIMBURSE FOR SERVICES AND FACILITIES PROVIDED TO THE FOUNDATION.

Program 3
Expenses: $9,909,716 Revenue: $1,680,526

THE UCLA FOUNDATION OPERATES THE UNENDOWED INVESTMENT POOL (UIP) FOR ITSELF AND OTHER TAX-EXEMPT RELATED ENTITIES. ALL GIFTS INTENDED FOR CURRENT EXPENDITURE AS WELL AS UNSPENT ENDOWED POOL PAYOUT...

Read more

THE UCLA FOUNDATION OPERATES THE UNENDOWED INVESTMENT POOL (UIP) FOR ITSELF AND OTHER TAX-EXEMPT RELATED ENTITIES. ALL GIFTS INTENDED FOR CURRENT EXPENDITURE AS WELL AS UNSPENT ENDOWED POOL PAYOUT AND AFFILIATED ENTITY SHORT-TERM ACCOUNTS ARE INVESTED IN THE UIP. IN ADDITION, THE FOUNDATION ACTS AS THE CUSTODIAN FOR THE ENDOWED INVESTMENT POOL. INCOME EARNED ON POOLED ASSETS HELD BY THE FOUNDATION ARE DISBURSED TO PARTICIPANT TAX-EXEMPT RELATED ENTITIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $744,522,167
Program Service Revenue $1,680,526
Investment Income $156,631,612
Other Revenue $0
TOTAL REVENUE $902,834,305

Expense Breakdown

Grants Paid $417,277,556
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $428,181,933
Other Expenses $47,752,498
TOTAL EXPENSES $465,030,054

Year-over-Year Comparison

2022 2021 Change
Revenue $902,834,305 $885,107,492 +0.0%
Expenses $465,030,054 $398,046,449 +0.2%
Net Income $437,804,251 $487,061,043 -0.1%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
27
Independent Members
22
Employees
N/A
Volunteers
22

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$2,353,578
Total Directors
28
$3,577,049
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JUSTIN E BARTON CHIEF INVESTMENT OFFICER 10.0
Officer Director
$0 $264,610 $1,058,008
CHANCELLOR GENE D BLOCK EXOFFICIO DIRECTOR 10.0
Director
$0 $111,337 $747,988
RHEA TURTELTAUB EXECUTIVE VICE PRESIDENT 10.0
Officer Director
$0 $132,509 $688,514
ALLISON BAIRD-JAMES EXOFFICIO DIRECTOR 10.0
Director
$0 $104,284 $475,483
JULIE A SINA CHIEF FINANCIAL OFFICER 10.0
Officer Director
$0 $83,117 $455,163
GREGG GOLDMAN EXOFFICIO DIRECTOR 10.0
$0 $45,570 $388,662
ALISSA FYFE EXECUTIVE DIRECTOR 10.0
Officer Director
$0 $37,320 $151,893
ALICIA MINANA DE LOVELACE CHAIR 1.0
Officer Director
$0 $0 $0
CRAIG E EHRLICH IMMEDIATE PAST CHAIR 1.0
Officer Director
$0 $0 $0
JOHN T MAPES DIRECTOR 1.0
Director
$0 $0 $0
DREW J ZAGER DIRECTOR 1.0
Director
$0 $0 $0
CHERYL M LOTT DIRECTOR 1.0
Director
$0 $0 $0
DAVID A ACKERT DIRECTOR 1.0
Director
$0 $0 $0
DIANA INGRAM DIRECTOR 1.0
Director
$0 $0 $0
LESLIE GILBERT-LURIE DIRECTOR 1.0
Director
$0 $0 $0
ANN DALY DIRECTOR 1.0
Director
$0 $0 $0
FLORENCE SLOAN DIRECTOR 1.0
Director
$0 $0 $0
DAVID P EISMAN DIRECTOR 1.0
Director
$0 $0 $0
JULIO HERRERA DIRECTOR 1.0
Director
$0 $0 $0
DENNIS KEEGAN DIRECTOR 1.0
Director
$0 $0 $0
MELVIN D LINDSEY DIRECTOR 1.0
Director
$0 $0 $0
CHRISTINE N SIMMONS DIRECTOR 1.0
Director
$0 $0 $0
MAUREEN E STOCKTON DIRECTOR 1.0
Director
$0 $0 $0
ZEV YAROSLAVSKY DIRECTOR 1.0
Director
$0 $0 $0
JAMAL A MADNI DIRECTOR (AS OF 7/2022) 1.0
Director
$0 $0 $0
PATRICK PETERSILIA DIRECTOR (AS OF 7/2022) 1.0
Director
$0 $0 $0
RICA RODMAN DIRECTOR (AS OF 3/2023) 1.0
Director
$0 $0 $0
MARTHA SAUCEDO DIRECTOR (AS OF 7/2022) 1.0
Director
$0 $0 $0
ANN WANG DIRECTOR (AS OF 7/2022) 1.0
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 No data No data No data No data
2023 $902,834,305 $465,030,054 $5,546,186,990 $437,804,251
2022 $885,107,492 $398,046,449 $4,999,387,840 $487,061,043
2021 $636,368,398 $396,685,031 $5,049,182,336 $239,683,367
2020 $558,615,011 $349,625,642 $4,010,086,236 $208,989,369
2019 $557,879,629 $333,382,411 $3,780,005,104 $224,497,218
2018 $691,938,580 $355,582,148 $3,539,413,765 $336,356,432
Explore More Nonprofits
→Top 100 Nonprofits in California →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare UCLA FOUNDATION with other nonprofits in California and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.